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JPMorgan Chase

3,642 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,615 increasing their positions, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
7.82%
New
186
Increased
1,615
Reduced
1,504
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
3401
Detalus Advisors
Missouri
$252K -$116K -801 -32%
SCM
3402
Sebold Capital Management
Illinois
$252K -$23.7K -163 -9%
HFS
3403
Heritage Financial Services
Massachusetts
$252K -$64.4K -443 -20%
BFG
3404
Baron Financial Group
New Jersey
$252K
OPWM
3405
Oxinas Partners Wealth Management
Indiana
$251K +$251K +1,728 New
AFS
3406
Annapolis Financial Services
Maryland
$251K +$36.8K +253 +17%
FWSM
3407
First Wilshire Securities Management
California
$250K
BFWA
3408
Benchmark Financial Wealth Advisors
Florida
$250K -$29.1K -200 -10%
LA
3409
Lakeside Advisors
Washington
$248K +$145 +1 +0.1%
NA
3410
Navellier & Associates
Nevada
$247K +$247K +1,700 New
CC
3411
Capital Counsel
New York
$246K +$246K +1,694 New
FIC
3412
Family Investment Center
Missouri
$246K
WCM
3413
Washburn Capital Management
Florida
$246K -$117K -805 -32%
AL
3414
ADE LLC
Maryland
$246K
WPWM
3415
Western Pacific Wealth Management
Illinois
$245K
SPW
3416
Sonoma Private Wealth
California
$244K +$244K +1,679 New
AFGAS
3417
Allegiance Financial Group Advisory Services
Virginia
$243K +$291 +2 +0.1%
C1AG
3418
Client 1st Advisory Group
Florida
$242K +$242K +1,665 New
SSC
3419
Syverson Strege & Co
Iowa
$241K +$7.56K +52 +3%
ECAM
3420
East Coast Asset Management
Massachusetts
$241K -$37.1K -255 -13%
LFGO
3421
Legacy Financial Group (Oklahoma)
Oklahoma
$241K +$8.44K +58 +4%
RCA
3422
Riverview Capital Advisers
Massachusetts
$241K +$9.6K +66 +4%
R
3423
Rebalance
California
$240K
CMS
3424
Capital Market Strategies
Florida
$240K +$240K +1,648 New
MFA
3425
Morling Financial Advisors
California
$240K -$14.3K -98 -6%